About Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

 

Employers use this form to give notice of :

  • A plan merger or consolidation that is the combining of two or more plans into a single plan.
  • A plan spinoff that is the splitting of a single plan into two or more spinoff plans.
  • A plan transfer of plan assets or liabilities to another plan that is the splitting off of a portion of the assets or liabilities of the transferor plan and the concurrent acquisition or assumption of these split-off assets or liabilities by the transferee plan.
  • Qualified separate lines of business (QSLOBs).

Current Revision


Recent Developments

The addresses for Employee Plans submissions for determination letters, letter rulings, and IRA opinion letters have changed. The new addresses apply to Forms 5300, 5306, 5306-A, 5307, 5308, 5310, 5310-A, 5316, and 8717. October 11, 2019.


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